SERVICES

At Let’s Beacon, we specialize in financial coaching and planning. Our services include:

  1. Finance Coaching 

  2. Life Insurance

  3. College Savings Plan 

  4. Business Services  

FINANCE COACH

MAXIMIZING YOUR COMPANY'S PROFITS

The first step toward improving the financial health of a business is to conduct a financial analysis of your business. A proper analysis consists of five key areas (Revenues, Profits, Operational Efficiency, Capital Efficiency & Solvency, and Liquidity) each containing its own set of data points and ratios. We want to help you maximize your company’s results, set your revenue and expense goals, and operate at top efficiency.

We will generate reports and provide guidance on future forecasts to understand and better project future revenue.

Generally speaking, life insurance is a contract between you, as the insured, and an insurance company as a way to provide protection against the economic loss caused by your death.

LIFE INSURANCE

TAKE THE WORRY OUT OF LIFE WITH INSURANCE PROTECTION

In its simplest form, life insurance is a promise between an insurance company and you, the policy owner. If you pay a certain amount of money (premium) to the insurance company, the insurance company will pay a certain amount of money (death benefit) to the person (beneficiary), you tell us to when the person whose life is being insured dies.

COLLEGE SAVINGS PLAN

Maximizing Your Investments for Higher Education

Investing in your children’s future is a decision that will give them the opportunity to choose the college they will attend. Choose a plan within your budget.

Investing in a child’s education can lead to higher earning potential in the future.

Getting started is half the battle! We begin by getting to know each other, seeing if we’re a good fit, and simply introducing you to our financial advice-based approach. We’ll answer your questions and develop a tentative timeline of when decisions and services will be complete.

BUSINESS SERVICES

ARE COMMERCIAL SERVICES TANGIBLE?

Business services are referred to as the activities that assist businesses yet does not deliver a tangible commodity. For instance, information technology is one business service that supports various other business services such as shipping, procurement, and finance. Most of the businesses today are inclined towards specialized business services.

BUSINESS SERVICES

APPLICATION FOR ITIN

Because you are filing your tax return as an attachment to your ITIN application, you should not mail your return to the address listed in the Form 1040, 1040A or 1040EZ instructions. Instead, send your return, Form W-7 and proof of identity documents to the address listed in the Form W-7 instructions. On subsequent years, you would file your tax returns, as mentioned in the tax form instructions..

Get a quote

Our team will contact you

Beacon Consulting and Insurance Inc, founded in 2018, headquartered in Tarpon Springs , Florida City and with a branch office in Massachusetts, Avon specializes in offering various types of insurance and benefits for individuals, family, finance and business.

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LetsBeacon 2022 website

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